What’s the definition of being wealthy? Is it being a millionaire? Living in a big house? Being debt free? Earning...
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Category: Financial Planning
Financial Wellbeing Conference
Last Wednesday, I attended the first Financial Wellbeing Conference. The concept is simple, to help clients use their money to...
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Past performance is no guide
We all love a good story. In the investment world, the story of the fund manager who can outwit the...
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A Tale of Two Frogs
You probably weren’t expecting a blog post about frogs from a financial planner, but bear with me! Once upon a...
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Let’s go back to the future…
Imagine that you have a time machine and can go forward in time to the final moments of your life....
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